Client Service Executive

What is the roles objective?

1. To be able to execute all Client Service functions at the front desk of Branch including handling of petty cash / vendor payments.
2. Managing the RR locations as queries are routed to nearest Branch
3. Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
4. Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
5. Should be able to handle inbound/ outbound calls.
6. Branch Administration related work / correspondence with different functions.
7. Ability to coordinate and work with Registrar/Head Office/ Vendors.
8. Coordination with Sales team and resolving their queries.

What skills do you need to possess?

1. Positive attitude and disciplined approach.
2. Good communication skills.
3. Desire to learn and excel.

What is the prior experience expected?

Minimum 6 months to max 1 year. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance